Standard
Individual
A personal investment account registered under one person's name only. Equities and Options trading are available.
Joint
A personal investment account registered under two indiviuals.
Organizational Account
Corporate
Accounts must be registered in the same name of the corporation. Please include the Corporate Agreement form. At least one individual must be granted full trading authorization. Equities and Options are available.
Trust
Account is opened under the legal name of the trust. Equities and Options trading are available, if allowed by the trust.
An individual trustee should submit the documents for an individual account and a corporate trustee should submit the documents for a corporate account.
All vested beneficiaries under a trust settlement are also required to submit the documents for an individual account or a corporate account, whichever is applicable.